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Equius Principles: Portfolio Rebalancing

July, 2021

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Founded in July 1993, Asset Class is one of the longest running and highly respected sources of modern investing principles available to investors.

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Year

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February
March
April
May
June
July
August
September
Octber
November
December

July, 2021

Equius Principles: Portfolio Rebalancing

June, 2021

Equius Principles: Culture Drives Everything

June, 2021

Equius Principles: Portfolio Structure Matters, Part 2

April, 2021

Equius Principles: Portfolio Structure Matters, Part 1

March, 2021

Keep Investing!

February, 2021

Hurray for the Short Sellers

February, 2021

The Turn

December, 2020

Let’s Take a Deep Breath. Take Two.

November, 2020

Charting a Good Value Story

October, 2020

The Narrowest of Markets

September, 2020

Past Experiences

August, 2020

A Historic Opportunity

July, 2020

Survive This Unbroken and Confident

June, 2020

Preparing for the Turn

May, 2020

Considering the Stockdale Paradox

April, 2020

The Power of a Balanced Portfolio

March, 2020

This Is Why Sound Principles Matter

February, 2020

Buffett Would Love Equius

January, 2020

Boy, That Was A Surprise!

December, 2019

The Gift That Keeps on Giving

November, 2019

The Ebbs and Flows of Returns

October, 2019

What Are We Afraid Of?

June, 2019

An International Pain In The…

April, 2019

Performance Expectations II

March, 2019

Performance Expectations

February, 2019

Jack Bogle's Influence

January, 2019

Keep Market Declines in Perspective

December, 2018

Intellectual Curiosity

November, 2018

Intelligence Is Not Enough

September, 2018

A History of Ups and Downs

September, 2018

Alternative Reality

September, 2018

Market “Corrections” Perspective

August, 2018

Chaos, Order, and Consciousness

July, 2018

Dimensional Mutual Fund Landscape 2018

June, 2018

Perspective on Value

April, 2018

The Interview You'll Never See on CNBC

March, 2018

Be a Financial Designated Driver

February, 2018

Recent Market Volatility

January, 2018

Validation and Resolve

June, 2018

Perspective on Value

May, 2018

Is It 1999 All Over Again?

April, 2018

The Interview You'll Never See on CNBC

March, 2018

Be a Financial Designated Driver

February, 2018

Recent Market Volatility

January, 2018

Validation and Resolve

December, 2017

Pipelines to Unlimited Well-Being

November, 2017

Thanks + Giving = Health + Meaning = Abundance

October, 2017

Friends Don't Let Friends Monkey Around

September, 2017

Lessons from the Hardwood

August, 2017

This Trend is Your Friend

July, 2017

Setting Expectations

June, 2017

More Thoughts on Risk

May, 2017

Good Vibrations

April, 2017

Mastering Mindfulness

March, 2017

A Look at Public Company Listings

February, 2017

Well-Being Trumps All

January, 2017

A Look Back at 2016

December, 2016

You Should Not Wait for an Epiphany

November, 2016

Basic Economics

October, 2016

Don't Limit Your Fama

September, 2016

Negative Real Returns

August, 2016

Economic Growth and Equity Returns

July, 2016

There's Opportunity in Simplicity (Part 2)

June, 2016

There's Opportunity in Simplicity (Part 1)

May, 2016

What Is Fiduciary Advice?

April, 2016

Modern Value Investing

March, 2016

Free Throws

February, 2016

Skepticism

January, 2016

Discipline

December, 2015

Expectations

November, 2015

The Caterpillar and the Butterfly

October, 2015

Perspective

September, 2015

The Patience Principle

August, 2015

Purpose and Value

July, 2015

Gray Hair Not Required

June, 2015

Gravel Road Investing

May, 2015

Let's Save the 401(k)

April, 2015

Cast in Iron

March, 2015

First, Do No Harm

February, 2015

A Value-able Story Seldom Told

January, 2015

First, Philosophy

December, 2014

Yearly Returns Are Random

November, 2014

The Value of Giving Thanks

October, 2014

Smart Value

September, 2014

Capitalizing Body and Mind

August, 2014

The Certainty Principle

July, 2014

Emotional Capital: The Heart of Your Abundance

June, 2014

A Better Buffett

May, 2014

Stock Investing and Mountain Biking

April, 2014

Stock Market Centerfold

March, 2014

The Devil Wears Nada

February, 2014

Social Capital: Adding Years and Value to Your Life

January, 2014

The KISS of Death For Alternatives?

December, 2013

Rate Expectations

November, 2013

Transitioning Your Abundance

October, 2013

Anything But Passive: Investing and Marketing at Equius; A Nobel Prize for the Rest of Us

September, 2013

There Was Nothing Financial About the 2008 Crisis

August, 2013

Asset Class Turns 20

July, 2013

Volatility, Withdrawals, and Balance

June, 2013

Raising the Bar Again

May, 2013

The Evolution of Dimensional

April, 2013

DFA and Vanguard: Setting the Record Straight

March, 2013

Snippets

February, 2013

Balance Is Better

January, 2013

Investment Leadership

December, 2012

Walter Isaacsons Book Steve Jobs: A Great Economics Lesson

November, 2012

Giving Thanks

October, 2012

Is Gold Worth Its Weight in a Portfolio?

September, 2012

Beating the Market

August, 2012

Knightmare on Wall Street

July, 2012

Social Responsibility

June, 2012

The Eurozone and Greece

May, 2012

A Failed Experiment?

April, 2012

Don't Cut Off Your Nose

March, 2012

Out of the Blocks

February, 2012

Beware the Wall Street Elites

January, 2012

Year End Review

December, 2011

Naughty and Nice for 2012

November, 2011

All That's Left Is Faith

October, 2011

North Koreans, Cubans & Active Managers

September, 2011

Uncertainty Is Our Friend

August, 2011

America Is a Value Stock

July, 2011

Discipline: Your Secret Weapon

June, 2011

Alternatives, Economic Politics & the Corruption of Sound Principles

April, 2011

Investing and the Media

March, 2011

In Appreciation of Open-Minded Clients

February, 2011

Three Factor Vindication

January, 2011

2010 Market Review; Not-So-Smart Money

December, 2010

Deficits, Debt, and Markets

November, 2010

Simple Math

October, 2010

Simplifying Complexity

September, 2010

Frozen by Indecision?

August, 2010

Value Investing 2.0

July, 2010

Valuable Roots

June, 2010

Meeting the Legacy Challenge

May, 2010

If We Were Oprah's Advisor

April, 2010

The Big Lie

March, 2010

Whose Lost Decade?/A Contrast in Integrity: From Oakland to Geneva

January, 2010

Balance is No Gimmick

November, 2009

A Productive Partnership

October, 2009

Unconventionally Committed

September, 2009

Another Look at Emerging Markets

July, 2009

Critical Thinking is Essential & The misuse and bastardization of Exchange-Traded Funds

June, 2009

Taking U Out of Anxiety

May, 2009

Ownership: Its Priceless

April, 2009

Off Balance, Indeed

February, 2009

Past Declines & Their Recoveries

January, 2009

Millions Are Madoffed Everyday, Especially in 401(k) Plans

December, 2008

Who Can We Trust?

November, 2008

The Government's to Blame- Now What?

September, 2008

Herds: Safety Nets or Hijackers?

August, 2008

Is It Different This Time?

July, 2008

A Broken Record Can Play Sweet Music

June, 2008

The Drugs of Investing: Theyre In Your Head

May, 2008

Getting Satisfaction

April, 2008

Keeping It Real(istic)

February, 2008

The Anti-Bubble Asset Classes

January, 2008

Happy Renewal Year

November, 2007

Optimism Pays

September, 2007

The Subprime Challenge

August, 2007

What's Correct

July, 2007

The Value Angst

March, 2007

Fixing the 401(k)... Before It's too late (Part 2)

February, 2007

Fixing the 401(k)... Before It's too late (Part 1)

November, 2006

The Evolution Continues (Part 2)

October, 2006

The Evolution Continues (Part 1)

August, 2006

Submerging Markets?

May, 2006

Asset Class Returns: 10 Years Later

April, 2006

The Squeaky Wheel

February, 2006

Stewards of Capitalism

December, 2005

Too Much Capital

November, 2005

You Are Not Average!

August, 2005

Saving Investors From Themselves

June, 2005

Demographics, Commodities, & Pessimism

May, 2005

What Return Can We Expect From Stocks (Part 2)

April, 2005

What Return Can We Expect From Stocks (Part 1)

January, 2005

If Only Investors Were More Like Lemmings

December, 2004

The Art & Science of Our Investment Relationships: Plotting Your Course (Part 3)

November, 2004

The Art & Science of Our Investment Relationships: Plotting Your Course (Part 2)

September, 2004

The Art & Science of Our Investment Relationships: Plotting Your Course (Part 1)

August, 2004

Why Don't You Compare My Portfolio to the S&P 500?

June, 2004

16,954 (and counting...)

May, 2004

Are These the Good Old Days?

March, 2004

Trust Me

February, 2004

The Delicate Question, Which? Jump In, or Wade In to the Market

November, 2003

It's the Culture

October, 2003

The Problem with Indexing

September, 2003

Fixed Income Strategies (Part 2)

August, 2003

Fixed Income Strategies (Part 1)

June, 2003

Ignore the Prudent Investor Rule, Follow the Herd, and Waste a Valuable Employee Benefit; The State of Most Corporate 401(k) Plans Today

May, 2003

The Fear and Greed Indexes

March, 2003

We Are, I regret, Captives of Recent History

January, 2003

Investors and advisors should fight the urge to tweak portfolios too much

November, 2002

Odds & Ends

October, 2002

Ten Stupid Things People Do to Mess Up Their Investment Portfolios (cont.)

September, 2002

Ten Stupid Things People Do to Mess Up Their Investment Portfolios

July, 2002

Another Benefit of Small Cap & Value Indexing

June, 2002

The Tortoise and The Hare Revisited

May, 2002

Timing Lessons from a 401(k) Plan

April, 2002

The Science of investing has Its Limits

February, 2002

Enron, Screwy Tax Policy & Stock Speculators

January, 2002

Predicting Stock Market Returns

August, 2001

The Tortoise & The Hare

July, 2001

DFAs Time to Shine

June, 2001

Stocks Are for the Long Run

May, 2001

Markets Don't Have to Be Right to Be Efficient

April, 2001

How Quickly Things Change

March, 2001

Is the Sky Falling

February, 2001

Equity Premium & Expected Returns

November, 2000

The Risk of 'Buying Performance'

October, 2000

The Myths of Tech Stock Investing

August, 2000

The New Indexing

June, 2000

A View of Dimensional Fund Advisors

May, 2000

A Knowledgeable Client Is Good

March, 2000

The Merchants of Greenwich

January, 2000

Should We Fear a Total U.S. Market Collapse?

December, 1999

The Greater the Degree of Pessimism or Optimism, the Dumber Smart People Become

November, 1999

Total Stock Market Index Funds, Part 2: Looking for Large and Small Value Exposure? Better Keep Looking

September, 1999

Total Stock Market Index Funds: A New Fad or Investment Nirvana?

July, 1999

The Grand Infatuation

June, 1999

Do-It-Yourself Investors Face a Harsh Reality

May, 1999

Indexing the New Economy

April, 1999

9/30/97: The Market AG (After Growth)

March, 1999

The Asset Allocation Debate Rages On

January, 1999

Ways to Invest

December, 1998

Investor Psychology & Successful Investing

November, 1998

The Retirement Calculator from Hell

September, 1998

Avoiding an Irrational Response to Irrational Markets

August, 1998

What Should We Do About Asia?

June, 1998

Index Funds 'R' Us

May, 1998

The Truth Investors Don't Want to Hear

March, 1998

The Road to the FInal Three: Higher Cost of Capital = Higher Investor Returns

January, 1998

International Stock Returns David Booth, Dimensional Fund Advisors

December, 1997

A Movement Toward U.S.-Style Markets: Why We Should be Optimistic About Asia's Long-Term Future

November, 1997

Emerging Markets: The Final Frontier for Active Managers

October, 1997

DFA Index Fund Updates

September, 1997

The James Grant Paradox

August, 1997

Odds and Ends

July, 1997

Keeping the S&P 500 Index in Perspective

May, 1997

Have I Got a Cool Head or Am I Just Stupid?

April, 1997

Monitoring Your Portfolio: Stability is the Key

March, 1997

Lie, Damn Lies, and Statistics

January, 1997

Stay Diversified, Fund Fundamentals, Fund Performance, Hot Money

November, 1996

Revert to the Mean: Growth Stock Style

August, 1996

Considering the Downside

June, 1996

"A Type of Dementia I Can't Even Classify"

March, 1996

Maintain Your Perspective

January, 1996

A Fresh Look at International Diversification

November, 1995

U.S. Stocks Continue to Soar

September, 1995

Don't Be Fooled By Technology

July, 1995

You Mean There Aren't Mexican Stocks in the S&P 500?

June, 1995

"Trust Me"

May, 1995

Individual Investors (Part 2)

April, 1995

Individual Investors (Part 1)

March, 1995

Investors and Smokers

February, 1995

Managing Managers

January, 1995

A Review of 1994

December, 1994

Performance Measurement

November, 1994

The Purpose of Policy

October, 1994

Why Policy Matters

September, 1994

Redefining "conservative"

August, 1994

Building Portfolios

July, 1994

Risk

June, 1994

Returns

May, 1994

Time

April, 1994

High Book-to-Market Stocks--Valuable Sub-Markets of U.S. Stocks

March, 1994

The Paradox

February, 1994

The Powerful Plodder

January, 1994

Beating the Market

December, 1993

The Loser's Game

November, 1993

Do Clients Matter?

October, 1993

Conclusion

September, 1993

The Value of International Markets In Your Portfolio

August, 1993

Venture Annuity: An Example of Slick Marketing vs. Good Sense

July, 1993

The Purpose of This Newsletter

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